About TQCRX
Touchstone Dividend Equity Fund Class R6 is a mutual fund dedicated to achieving both current income and capital appreciation for its investors. This fund primarily invests in a diversified portfolio of large-cap U.S. companies known for consistently paying dividends, focusing at least 80% of its assets on such equities. With a typical portfolio size ranging between 65 to 90 holdings, it emphasizes stable, established businesses across industries including technology, healthcare, financials, and consumer goods. Notable holdings include leading firms like Microsoft, Broadcom, Apple, and Johnson & Johnson, reflecting its emphasis on market leaders with reliable dividend histories. The fund reports an expense ratio of 0.65% and requires a minimum investment of $50,000. Managed by a team of experienced professionals, it aims to balance growth and income, appealing to investors who value a combination of yield and potential for long-term capital growth. Its strategy also includes maintaining low exposure to carbon-related risks, aligning with increasingly important sustainability considerations in asset management. The Touchstone Dividend Equity Fund Class R6 plays a significant role for institutional or high-net-worth clients seeking robust dividend income alongside equity exposure within the U.S. large-cap segment.
Fund Family Touchstone
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol TQCRX
Share Class Class R6
Index Russell 1000 Value TR
TQCRX had a total return of 18.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.62%.
